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While most advisors already use Zoom and virtual tools just to meet faster, a small group of RIAs figured out how to use virtual as a new lead channel. Not just a convenience. The result? They’re consistently onboarding 3 to 5 affluent pre-retirees every single month. Without relying on seminars, cold calling, or taking on extra overhead. And without having to turn off any of their other lead channels either. Here’s what they realized… The demand for advisors isn’t gone. It shifted. Out of the 20 million Americans retiring over the next five years… 16 million now prefer to search for, evaluate, and choose their advisor 100% virtually. The same way they already shop, bank, and manage healthcare. This shift alone has driven over 427% growth in virtual financial planning and management demand since mid-2024. And the advisors capitalizing on this rising demand are promoting a new kind of virtual financial service called ‘Telewealth’. Some firms have adapted by simply adding this to what they’re already doing… The irony? Like most advisors, you already offer virtual planning. You already meet on Zoom. You already use online scheduling. But most advisors are using virtual as a feature... Not the reason clients choose them. The small group of RIAs dependably adding millions in assets right now did one simple thing differently: They started positioning virtual financial planning as the premium service affluent clients already want. Not by changing how they plan. Not by spending more on marketing. And not by running more seminars or buying more leads. Just by promoting what the market is already asking for. My name is Nick Chopourian. I’m not famous. I'm not a financial advisor. I am not an author. And I am not “well connected”. But despite all odds… Over the past five years, I’m responsible for moving over $1.6 billion in AUM into the hands of my partner advisory firms. All by capitalizing on this exact shift. Because every advisor I know already meets with clients virtually... I simply showed them how they can add this as a new lead channel to reach more millionaire clients nationwide, By offering this as a premium service to the millions of Americans actively searching for this. And if you have your Series 65, 66, CFP, or CFA and you’re currently meeting with a handful of clients virtually… You can do this too. If you want to add your next $20 million to $50 million in assets. Without “more hustle” or burning more money on marketing... You can click below to watch an on-demand training I personally put together where I give away everything, Including this entire end-to-end process for free so you can understand how this works. And whether your firm is compatible with this. It’s live and you can access the recording instantly at the link below for the next 10 days. (completely free) You don’t even have to enter your email.